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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,994 |
ADMINISTRATIVE SERVICES ONLY8+ years Service code 13 · EIN 11-2995970 303 MERRICK ROAD · LYNBROOK, NY 11563 | Contract Administrator | $42,000 |
SPIVAK LIPTON LLP8+ years Filed as: SPIVAK LIPTON, LLP Service code 29 · EIN 13-3494495 1700 BROADWAY · NEW YORK, NY 10019 | Legal | $41,180 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $30,351 |
KOBGO ASSOCIATES6 years Filed as: KOBGO ASSOCIATES INC Service code 10 · EIN 13-2751089 192 LEXINGTON AVE · NEW YORK, NY 10016 | Accounting | $22,000 |
GOULD, KOBRICK & SCHLAPP, P.C.8+ years Service code 10 · EIN 13-3082707 192 LEXINGTON AVE · NEW YORK, NY 10016 | Accounting | $15,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,604 | $119,153-36.5% | $151,634-50.1% | $78,104-3.2% |
| Participation rate | 94.2% | 92.5%+1.7pp | 87.5%+6.7pp | 74.5%+19.7pp |
| Annual return | -16.48% | -10.83%-5.6pp | 3.32%-19.8pp | 10.90%-27.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $6,165-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $5,321 | $8,624-38.3% | $8,363-36.4% | $5,089+4.6% |
| Admin fee / account holder | $46 | $69-32.9% | $11,614-99.6% | $79-41.5% |